Cliff Oberlin

Oberlin Wealth Cliff 0099Chairman & CEO

A third-generation member of the Oberlin family to lead a broker/dealer, Cliff Oberlin is the Founder, Chairman and CEO of Oberlin Wealth Partners, a Registered Investment Advisor and Oberlin Financial International, a FINRA Registered Broker/Dealer, serving the ultra-affluent with an office in Miami and an Operations Center in Ohio. Cliff was also Founder, President and CEO of NRP Financial, Inc., a broker/dealer and registered investment adviser founded in 2000. NRP Financial and NRP Advisors grew to over 450 Registered Representatives, 150 offices and over $50,000,000 in revenue prior to being acquired by LPL Financial in December 2010. NRP was a two time INC 500 company, ranking #2 on the list in 2009.

Mr. Oberlin has over 40 years of experience in broker/dealer management. He formerly served as President and CEO of MFI Investments, the Oberlin family’s first broker/dealer. MFI was named an Inc. 500 company for three successive years and grew to 90 offices and 275 registered representatives prior to being purchased by a multi-billion dollar bank holding company in 1995 and renamed Sky Investments.

Mr. Oberlin is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Chartered Global Management Accountant (CGMA) and Certified Financial Planner (CFP®). Cliff earned a Bachelor of Science in Accounting and Finance from Miami University, Oxford, Ohio, and graduated from the 3 year Owner/President Management Program at the Graduate School of Business Administration at Harvard University.

He was a member of the FINRA Membership Committee, served as Vice-Chairman of The Securities Industry/Regulatory Council on Continuing Education and was the Chairman of the Firm Element Committee. Mr. Oberlin has served on the FINRA District 8 Business Conduct Committee and was Chairman of the FINRA District 8 Business Conduct Nominating Committee. He is a past Chairman of the International Association for Financial Planning (now FSI) Broker/Dealer Division. He has earned Million Dollar Round Table, Court of the Table and Top of the Table Honors and is currently a member and past Chairman of Young Presidents Organization (YPO) Miami | Ft. Lauderdale Gold Chapter, was a member of the YPO International Forum Committee, current Vice-Chair of the YPO Financial Services Network and current Chair of the YPO Family Office Network. Cliff holds various securities licenses including FINRA Series 7, 24, 27, 4, 52, 53, 63 and 65.

Cliff Oberlin is co-author of “Building a High-End Financial Services Practice”© Bloomberg Press 2004